See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,027 | $72,071-87.5% | $68,368-86.8% | $137,256-93.4% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 68.96% | 353.14%-284.2pp | 292.57%-223.6pp | 220.34%-151.4pp |
| Employer contribution / active EE | $1,825 | $2,788-34.5% | $2,649-31.1% | $4,156-56.1% |
| Participant deferral / active EE | $3,630 | $4,410-17.7% | $4,123-11.9% | $6,407-43.3% |
| Admin fee / account holder | $142 | $5,336-97.3% | $5,150-97.2% | $12,270-98.8% |